How to set User Defaults, User Configurations, and Email Alerts

^{Knowledge Base ID : KB00061}

Overview

Users can have their defaults set up, so they don’t have to make changes to the “new dictation form” whenever creating a new job.

Applies to

Admins, Super Users, Super Authors, Super Secretaries

What to do

The following steps are required to set up User Defaults.

1. Go to the “Admins” dashboard.

2. Go to the “Users” tab.

3. Click the user’s row for whom you want to set up defaults.

4. A pop-up of User details will appear. Under “User details” tab for an author, you can set the default department, Secretary, Priority, and Description.

Note: The options will differ based on role types.

The following steps are required to set up User Configurations

1. Go to the next tab “User Configurations”, under the default transcription type you can select Manual (audio only) or Custom Speech (audio to text) based on your requirements.
2. “Default Recording” can also be changed between Default, Insert and Override.

Note: The options will slightly differ based on role types.

The following steps are required to set up Email Alerts

1. Go to the “Alerts” tab
2. Toggle on “Email Alert”
3. Few additional toggles will appear, you may turn them On/Off based on your requirements

Note: The options will slightly differ based on role types.

Example of “Email Alert”.